St. Clair Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

St. Clair Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$925K	Sell	7,449 -5,847	-44%	-$705K	0.24%	50
2026 Q1	$1.42M	Buy	13,296 +2,360	+22%	+$268K	0.38%	42
2025 Q4	$1.29M	Buy	10,936 +784	+8%	+$92.9K	0.33%	44
2025 Q3	$1.19M	Buy	10,152 +8	+0.1%	+$891	0.32%	43
2025 Q2	$1.08M	Sell	10,144 -820	-7%	-$78.4K	0.28%	42
2025 Q1	$990K	Sell	10,964 -1,820	-14%	-$180K	0.28%	45
2024 Q4	$1.28M	Buy	12,784 +544	+4%	+$53.5K	0.37%	42
2024 Q3	$1.15M	Buy	12,240 +20	+0.2%	+$1.81K	0.33%	42
2024 Q2	$1.11M	Buy	12,220 +12	+0.1%	+$1.02K	0.36%	40
2024 Q1	$1.03M	Sell	12,208 -9,960	-45%	-$802K	0.33%	44
2023 Q4	$1.68M	Buy	22,168 +9,584	+76%	+$678K	0.58%	31
2023 Q3	$837K	Buy	12,584 +1,492	+13%	+$103K	0.33%	45
2023 Q2	$763K	Buy	11,092 +3,196	+40%	+$203K	0.3%	45
2023 Q1	$482K	Buy	7,896 +916	+13%	+$52.8K	0.21%	57
2022 Q4	$374K	Buy	6,980 +2,672	+62%	+$147K	0.24%	42
2022 Q3	$227K	Sell	4,308 -5,468	-56%	-$322K	0.18%	39
2022 Q2	$534K	Buy	+9,776	New	+$587K	0.43%	24
2022 Q1	–	Sell	-16,008	Closed	-$1.22M	–	46
2021 Q4	$1.22M	Buy	+16,008	New	+$1.19M	0.7%	20

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

St. Clair Advisors's IWF Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 44% in Q2 2026, selling an estimated $705K and leaving 7,449 shares worth $925K. The position accounts for 0.24% of the portfolio, ranked #50.

St. Clair Advisors first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2023. 710 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

St. Clair Advisors held 7,449 shares of iShares Russell 1000 Growth ETF worth $925K as of Q2 2026.
St. Clair Advisors sold 5,847 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $705K.
iShares Russell 1000 Growth ETF made up 0.24% of St. Clair Advisors's portfolio in Q2 2026, its #50 holding.
St. Clair Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
St. Clair Advisors's iShares Russell 1000 Growth ETF position peaked at $1.68M in Q4 2023.
710 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.